Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Case management


In the real world, customer support has become a vital part of the organization's business process. For all types of product and service industries, customer support is an important activity. In general, support (case) tickets are used to capture customer comments on various types of problems that start after purchasing a product or service. Occasionally, customers can ask important feature requests using support platform, and that may be beneficial when developing future product enhancements.

Best practices to streamline customer support

Managing support cases can get cruel. Whenever you think you are done with it, another one is waiting for you in the queue. There are a few support cases that nobody wants to accept because it is too difficult. Moving stray tickets from one department to another department can easily cross the proper resolution times. In the end, you will be flooded with increasing support ticket numbers, and your customer gets angry because their cases are...